Upcoming Course Offerings
This course is one of the core courses for the finance officers' certification program. It is offered once a year in October. Once dates are confirmated, they will be updated in the Offering section of this site. Participants will learn about goals, process and organizations for successful cash management; how to evaluate banking services and financial institutions; investment strategies; investment policies; and accounting and reporting for investments.
This intermediate class is for Finance officers, treasurers, and/or staff with cash management responsibilities.
Prerequisites: Participants should have at least one year experience in local government finance and be a local government or school system finance officer, analyst, or staff member who exercises oversight responsibilities for public cash management and investment functions.
For Budgeting: This 3 day course takes place around October each year. The 2016 fee was $425 (expect an increase). The 2017 dates and fees will be posted spring 2017. Look for Registration to open this summer.
Course materials are being provided electronically. . You do not have to have printed materials for class. You may choose to bring your electronic device and access them from our website in class. Materials that are not available before class will be posted as soon as they become available. Please bring a portable device if you wish to follow along. If there are any materials that you have to have in front of you, we will provide those handouts.
Print or download materials on or before November 4th. After this date- the materials will be removed.